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Wealthspire Advisors (New York)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9M Buy
76,439
+492
+0.6% +$103K 0.09% 131
2026
Q1 		$14.4M Sell
75,947
-1,533
-2% -$297K 0.11% 89
2025
Q4 		$14M Buy
77,480
+1,847
+2% +$332K 0.11% 91
2025
Q3 		$13.4M Buy
75,633
+716
+1% +$121K 0.07% 100
2025
Q2 		$11.8M Sell
74,917
-1,529
-2% -$228K 0.07% 103
2025
Q1 		$11.5M Buy
76,446
+10,836
+17% +$1.75M 0.07% 102
2024
Q4 		$10.8M Buy
65,610
+3,543
+6% +$605K 0.11% 94
2024
Q3 		$10.4M Buy
62,067
+6,120
+11% +$994K 0.11% 99
2024
Q2 		$8.52M Buy
55,947
+6,366
+13% +$974K 0.11% 87
2024
Q1 		$7.87M Buy
49,581
+2,672
+6% +$405K 0.11% 88
2023
Q4 		$7.29M Sell
46,909
-1,645
-3% -$228K 0.1% 90
2023
Q3 		$6.58M Buy
48,554
+43,098
+790% +$6.18M 0.11% 89
2023
Q2 		$768K Sell
5,456
-54
-1% -$7.3K 0.01% 297
2023
Q1 		$755K Buy
5,510
+29
+0.5% +$4.2K 0.01% 295
2022
Q4 		$760K Sell
5,481
-23
-0.4% -$3.25K 0.01% 306
2022
Q3 		$710K Buy
5,504
+536
+11% +$77.5K 0.01% 284
2022
Q2 		$676K Buy
4,968
+18
+0.4% +$2.68K 0.01% 272
2022
Q1 		$799K Buy
4,950
+133
+3% +$21.2K 0.02% 214
2021
Q4 		$800K Buy
4,817
+98
+2% +$16.3K 0.02% 257
2021
Q3 		$756K Buy
4,719
+322
+7% +$51.7K 0.02% 288
2021
Q2 		$729K Sell
4,397
-334
-7% -$55.1K 0.02% 188
2021
Q1 		$754K Buy
4,731
+312
+7% +$47.2K 0.02% 310
2020
Q4 		$582K Buy
+4,419
New +$522K 0.02% 277
2020
Q2 		– Sell
-9,451
Closed -$775K – 408
2020
Q1 		$775K Buy
+9,451
New +$1.06M 0.03% 232
2019
Q1 		– Sell
-158
Closed -$17K – 423
2018
Q4 		$17K Buy
+158
New +$19K ﹤0.01% 378

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealthspire Advisors (New York)'s IWN Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell 2000 Value ETF (IWN) stake by 0.65% in Q2 2026, buying an estimated $103K and bringing the position to 76,439 shares worth $16.9M. The position accounts for 0.09% of the portfolio, ranked #131.

Wealthspire Advisors (New York) first reported a position in IWN in Q4 2018 and has held it in 25 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wealthspire Advisors (New York) held 76,439 shares of iShares Russell 2000 Value ETF worth $16.9M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 492 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $103K.
  • iShares Russell 2000 Value ETF made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #131 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.